Category Archives: Cocktail Investing Podcast

EP 104: Bye bye Cocktail Investing and hello Thematic Signals Podcast

EP 104: Bye bye Cocktail Investing and hello Thematic Signals Podcast

For more than two years, we’ve used our thematic lens to distill the everyday noise around into clear investing signals. We’ve shared thematic signals for our 10 investing themes, shared conversations with management teams, portfolio managers and key thought leaders.  But after more than 100 Cocktail Investing podcasts, we are making a change. As we […]

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Ep 103: What to do in the new “risk off” stock market environment

Ep 103: What to do in the new “risk off” stock market environment

On today’s podcast we discuss the renewed sense of uncertainty in the stock market following the US-China trade SNAFU that is simply not what investors were expecting just 10 days ago. With weeks to go until the next round of trade talks, investors will focus on the potential impact from the latest round of trade […]

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Ep 102: Getting down with Dan Ahrens, AdvisorShares Pure Cannabis ETF

Ep 102: Getting down with Dan Ahrens, AdvisorShares Pure Cannabis ETF

On today’s podcast, we sit down with Dan Ahrens, the portfolio manager of the AdvisorShares Pure Cannabis ETF (YOLO), the first actively managed ETF with a dedicated cannabis investment mandate domiciled in the United States. Dan is no stranger to the investing in vice stocks (tobacco, gaming, alcohol) and he is bringing that experience and […]

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Ep. 101: Why Apple Will Be the Only Smartphone Survivor

Ep. 101: Why Apple Will Be the Only Smartphone Survivor

We’re halfway through the March quarter earnings season and so far, aggregate earnings for the S&P 500 is running ahead of expectations, and that has helped drive the market to new highs. Yet, as evidenced by results from 3M, Tesla, Sherwin Williams, Gorman Rupp and others that are feeling the impact of the slowing global […]

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Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend.

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Ep 97: Buffett, Musk and what’s next for stocks

Ep 97: Buffett, Musk and what’s next for stocks

Tucked inside his latest annual shareholder letter, Warren Buffett offers insight into what could be next for investors, which meshes very well with our thematic investing approach. On this episode of Cocktail Investing, we break that down and share where to look for opportunities as we discuss several thematic signals. Given the timing of the podcast, we also share some thoughts on the latest SEC related issue with Elon Musk and his Twitter account.

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Ep. 95: Short Selling Anyone

Ep. 95: Short Selling Anyone

While some issues that plagued the market towards the end of 2018 have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. Plus Thematic Signals from Apple, Netflix, Amazon, Facebook, PepsiCo, Hershey and Proctor & Gamble.

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